DBA Compliance School - December 7th!

In-Person and On-Line!

Space Still Open! Register Today!

Attention: Compliance Officers; Auditors; Lenders; and, Attorneys! The first session of the DBA Regulatory Compliance School is next week, December 7th!  Attend In-Person at Wilmington University Brandywine Campus, or Online.

Get the latest information on the trends and topics you need in the ever-changing regulatory compliance environment. Sessions and topics include: Fair Lending, Deposit Compliance, UDAAP, HMDA, recent enforcement actions, and more! 8 DE & PA CLE Credits, CPE and CRCM Credits Applied For.

Presenting Sponsors:

Business Writing & Grammar Courses

Virtual Live: January 11, 2023, and January 25, 2023

Business Writing Workshop

January 11, 2023

9:00 am – 4:00 pm

$199 per person for members

($249 for non-members)

Register Online

Workshop Objectives: After attending this course, participants will benefit from an increased ability to: 

• Identify varied audiences and purposes for writing;
• Polish rough edges of their writing style in paragraphs, sentences, words, and format;
• Write more effective documents; and,
• Apply course concepts to their actual writing samples.

Taking the “Grr” Out of Grammar

January 25, 2023

9:00 am – 12:00 pm

$99 per person for members

($149 for non-members)

Register Online

Workshop Objectives: This course helps participants:

• Analyze why correct documents are so important;
• Identify the errors that tarnish a writer’s image;
• Learn practical, current grammar and punctuation rules;
• Practice correcting grammar glitches and punctuation pitfalls; and,
• Demonstrate an understanding of the rules through a pre- and post-quiz.

Shore United Bank Celebrates Lisa Rosengren's 30 Years of Service

Shore United Bank is happy to congratulate Lisa Rosengren on 30 years of service. Lisa began her career with the bank in December of 1992 as a Loan Coordinator at the Felton branch. Lisa has held many positions at the bank ranging from Loan Assistant and Senior Loan Assistant to Portfolio Manager and now Senior Portfolio Manager.

Having attended various classes and seminars through the American Institute of Banking, Wilmington College and the I.B.A.A., Lisa has an array of knowledge helping her in supporting the Delaware region’s commercial lending activities. Previous employment experiences with the Bank of Delaware and PNC Bank also contribute to her expertise.

“Having been a life-long resident of the area, in addition to my past experience, I bring a wealth of customer knowledge that helps in prioritizing job assignments and assisting our customers,” said Lisa. “I enjoy working alongside of the relationship managers in providing our customers in the community the best service we can,” she continued.

Bank of America Market Minute

Last week’s mixed earnings reports led to a few big stock moves within the Retail and Technology sectors, as the major indexes pushed higher over the holiday-shortened week. The S&P 500 Index rose 1.5% to its highest level since early September. The Dow Jones Industrial Average closed up 1.8% and the Nasdaq Composite advanced 0.7% on the week. The Chicago Board Options Exchange Volatility Index (VIX) fell to its lowest level (20.35) in more than three months. Stocks received a boost last Wednesday after minutes from the Federal Reserve’s (Fed) early-November meeting indicated that a “substantial majority of participants” may have thought slowing the pace of rate hikes could be appropriate. The Fed’s favorite inflation gauge, the core personal consumption expenditures index is due this Thursday, with consensus estimates slightly lower than September’s 5.1% reading. Also due are the Bureau of Economic Analysis’ October personal income and spending reports and the Conference Board release of its Consumer Confidence Index for November. The week will be capped with the Bureau of Labor Statistics’ jobs report for November.

Belfint Briefing Webinar: Year-End Tax Update - December 6th

Please join Belfint, Lyons & Shuman, CPAs for our annual tax update. We will take a look at 2022 tax planning strategies and opportunities, along with any potential changes on the horizon. We will also cover the Inflation Reduction Act of 2022.

This webinar will be broken up into two sections

FIRST SESSION: INDIVIDUAL Tax Updates

WHEN: Tuesday, December 6, 2022, 8:30 – 9:30 am ET

SECOND SESSION: BUSINESS Tax Updates

WHEN: Tuesday, December 6, 2022, 9:45 – 10:45 am ET

WHERE: BLS Zoom Webinar (Zoom details will be sent upon registration)

Each seminar is eligible for 1 hour of CPE!

Troutman Pepper Podcast: Crypto and the SEC

In this episode of The Crypto Exchange, Troutman Pepper Partners Ethan Ostroff and Keith Barnett welcome their colleague Jay Dubow to discuss recent updates in the crypto space related to activities by regulators on the state and federal level around questions involving securities. Jay, who formerly worked as a branch chief in the SEC's Division of Enforcement, provides a unique perspective and insight into our conversation surrounding crypto and the SEC.